Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-576
Closed -$32K 587
2023
Q2
$32K Sell
576
-4
-0.7% -$222 0.01% 314
2023
Q1
$30K Sell
580
-221
-28% -$11.4K 0.01% 319
2022
Q4
$32K Buy
801
+79
+11% +$3.16K 0.01% 307
2022
Q3
$23K Buy
722
+86
+14% +$2.74K 0.01% 322
2022
Q2
$22K Buy
636
+141
+28% +$4.88K 0.01% 326
2022
Q1
$20K Buy
495
+19
+4% +$768 0.01% 354
2021
Q4
$25K Buy
+476
New +$25K 0.01% 350
2021
Q3
Sell
-451
Closed -$23K 254
2021
Q2
$23K Buy
451
+63
+16% +$3.21K 0.01% 336
2021
Q1
$18K Buy
+388
New +$18K 0.01% 371